See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,103 | $65,409+57.6% | $98,442+4.7% | $85,850+20.1% |
| Participation rate | 82.4% | 65.0%+17.4pp | 73.3%+9.1pp | 69.3%+13.1pp |
| Annual return | 11.70% | 21.76%-10.1pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,958 | $2,168-9.7% | $2,960-33.9% | $2,565-23.7% |
| Participant deferral / active EE | $2,705 | $3,166-14.6% | $4,276-36.8% | $3,952-31.6% |
| Admin fee / account holder | $1,669 | $4,593-63.7% | $5,949-71.9% | $6,260-73.3% |